Voya Mid Cap Research Enhanced Index Fund (VYMSX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VYMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VYMSX
VYMSX charges 0.82% annually. There are 48 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | VYMSX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | VYMSX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | VYMSX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | VYMSX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VYMSX vs FSMAX |
Best Risk-Adjusted Alternatives to VYMSX
VYMSX has a PortfoliosLab risk / return rank of 41. There are 67 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | VYMSX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | VYMSX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | VYMSX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 82 | — | Mar 2006 | VYMSX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | VYMSX vs FZAMX |
Top Performing VYMSX Alternatives (YTD)
VYMSX is at 16.52% YTD. There are 39 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 38.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 38.67% | — | Jan 2005 | VYMSX vs PFSLX | |
| 13D Activist Fund | 31.49% | — | Dec 2011 | VYMSX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 28.35% | — | Aug 2015 | VYMSX vs FZFLX | |
| Hodges Fund | 26.39% | — | Oct 1992 | VYMSX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 23.49% | — | Aug 2013 | VYMSX vs FZAMX |
Lowest Volatility Alternatives to VYMSX
VYMSX has 17.91% 1-year volatility. There are 99 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.70% | — | Dec 2002 | VYMSX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.74% | — | Jul 1999 | VYMSX vs TLVAX | |
| Boston Trust Midcap Fund | 11.79% | — | — | VYMSX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.91% | — | Aug 2011 | VYMSX vs WAMFX | |
| Victory RS Investors Fund | 12.00% | — | Nov 2005 | VYMSX vs RSINX |
Lowest Drawdown Alternatives to VYMSX
VYMSX has a 1-year max drawdown of -10.34%. There are 87 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | VYMSX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | VYMSX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | VYMSX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | VYMSX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | VYMSX vs DNLDX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 78 | 26.18% | — | Nov 1935 | VYMSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 19 | 3.47% | — | May 2009 | VYMSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 45 | 11.24% | — | Dec 2007 | VYMSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | -0.25% | — | Dec 1998 | VYMSX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 40 | 0.73% | — | Sep 2015 | VYMSX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 59 | 9.87% | — | Jan 2006 | VYMSX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 56 | 9.24% | — | Mar 2008 | VYMSX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | VYMSX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 94 | 18.50% | — | May 2009 | VYMSX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 41 | 1.17% | — | May 2004 | VYMSX vs IPHYX |
Often Compared With VYMSX
Investors most often compare VYMSX with ETV, VYMI, SCHD. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare VYMSX with Any Fund or Stock
Compare VYMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VYMSX with funds that move differently
Voya Mid Cap Research Enhanced Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VYMSX.
Explore VYMSX Diversifiers